LAMR Lamar (LAMR) Q2 FY26 earnings call
Lamar Advertising delivered strong Q2 FY26 results, with acquisition-adjusted revenue and EBITDA exceeding internal forecasts, driven by broad-based growth across all business offerings and regions. The company raised its full-year AFFO guidance and recommended a dividend increase, reflecting confidence in continued momentum, particularly from digital and political advertising. Management also highlighted an active M&A pipeline, including UPREIT transactions, as a key growth driver.
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LAMR operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Capital expenditures Maintenance | $9.3MOn the capital expenditure front, total spend for the quarter was $33.1 million, including $9.3 million of maintenance CapEx.Source: earnings call transcript | $14.7MOn the capital expenditure front, total spend for the quarter was $42.7 million, including $14.7 million of maintenance CapEx.Source: earnings call transcript | +58.1% |
| Digital spaces | 5,657We ended Q1 with 5,657 digital spaces, an increase of 104 over the year-end 2025.Source: earnings call transcript | 5,730We ended Q2 with 5,730 digital units in operation, an increase of 177 units over year-end 2025.Source: earnings call transcript | +1.3% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.